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Notis

Route a device-related business inquiry to AgencyZoom

Keep company inquiries moving by creating or updating a business lead when the webhook provides the required company details.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create business lead

Creates or updates a business lead.

Why this helps

Company inquiries can lose momentum when their details remain in an alert or intake tool.

  • Capture business inquiries in AgencyZoom.
  • Keep supplied company and device context together.
  • Avoid processing company records without the required organization name.

Setup

Build it in a few focused steps.

  • 1Connect Adafruit IO and AgencyZoom once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create or update a business lead from a qualified company inquiry, and require an organization name when the request is for a business.
  • 4Choose the webhook trigger, select a report channel, and test with one real example.

Questions about this workflow

Does a business lead require a company name?

Yes. The action requires an organization name when isbusiness is true.

Can this workflow process a simple device reading without an inquiry?

It is intended for a business inquiry. A reading alone may not provide the personal and company information needed for a useful business lead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adafruit IO to Agencyzoom. A trigger fires from one place; an action lands in another.

Adafruit IO triggers

Agencyzoom actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate for JWT via V4 SSO

Completes sign-in by exchanging an authorization code for an access token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates up to five contacts at once.

ActionInstant

Batch create leads

Creates up to five leads at once.

ActionInstant

Batch delete tasks

Permanently deletes multiple tasks.

ActionInstant

Change lead status

Changes a lead’s lifecycle status.

ActionInstant

Mark task as completed

Marks an existing task as completed.

ActionInstant

Create a customer note

Adds a note to an existing customer’s profile.

ActionInstant

Create a driver for an opportunity

Creates a driver record for an existing opportunity.

ActionInstant

Connect any two apps with Notis in the middle.

Adafruit IO and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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